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Financial ADVSR advisor directory · SEC adviser records

Clearwater Advisors, LLC financial advisors in Boise, ID

Every SEC-registered investment adviser representative at a Clearwater Advisors, LLC office in Boise, A to Z.

The short answer

4 registered advisors work at Clearwater Advisors, LLC in Boise, out of 5 at the firm nationwide; it ranks number 34 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Clearwater Advisors, LLC advisors in Boise, A to Z

Every Clearwater Advisors, LLC advisor →

Clearwater Advisors, LLC advisors in every city and state →Clearwater Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Clearwater Advisors, LLC advisors in other cities

Salem, OR 1

Other firms in Boise

All Boise advisors →

Wells Fargo Clearing Services, LLC 58The Caprock Group, LLC 31Morgan Stanley 28Edward Jones 23LPL Financial LLC 22Legacy Wealth Management, LLC 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Venturi Private Wealth 16Cetera Investment Advisers LLC 13D.A. Davidson & Co. 13UBS Financial Services Inc. 13Ameriprise Financial Services, LLC 12

Questions

How many financial advisors does Clearwater Advisors, LLC have in Boise?

4 investment adviser representatives are registered at Clearwater Advisors, LLC offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Clearwater Advisors, LLC one of the largest advisor employers in Boise?

Clearwater Advisors, LLC ranks number 34 in Boise by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 58.

How do I check a Clearwater Advisors, LLC advisor in Boise?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Clearwater Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.